cpa-tax-package-checklist

What problem does it solve?

Family offices often waste time and risk missing critical tax documents because the CPA receives an incomplete, uncoordinated package tailored to the family’s entities and income sources.

Core Features & Use Cases

• Creates a complete CPA document checklist: Produce a family-office focused list of every document needed for tax return preparation.
• Captures a minimal interview: Collect only the fields required to personalize the checklist to the family’s tax year, entities, income sources, foreign filings, and CPA deadline.
• Outputs structured artifacts for downstream delivery: Write a markdown deliverable plus an interview.json and manifest.json for the execution pipeline to render and distribute.

Quick Start

Use the skill when the advisor asks for a CPA checklist or tax package document list, then answer the questions for tax year, entities, income sources, foreign filings, CPA firm, and CPA deadline.